UBS Group
LNC icon

UBS Group’s Lincoln National LNC Stock Holding History

UBS Group’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.11M Sell
115,900
-140,200
-55% -$5.39M ﹤0.01% 4276
2025
Q4 		$11.4M Buy
256,100
+39,700
+18% +$1.65M ﹤0.01% 3152
2025
Q3 		$8.73M Sell
216,400
-1,100
-0.5% -$42.5K ﹤0.01% 3459
2025
Q2 		$7.53M Buy
217,500
+210,000
+2,800% +$6.87M ﹤0.01% 3419
2025
Q1 		$269K Buy
+7,500
New +$266K ﹤0.01% 6337
2023
Q2 		– Sell
-170,000
Closed -$3.82M – 9321
2023
Q1 		$3.82M Sell
170,000
-35,000
-17% -$1.04M ﹤0.01% 2783
2022
Q4 		$6.3M Buy
205,000
+50,000
+32% +$1.99M ﹤0.01% 2273
2022
Q3 		$6.81M Sell
155,000
-60,900
-28% -$2.93M ﹤0.01% 2095
2022
Q2 		$10.1M Buy
215,900
+110,900
+106% +$6.32M ﹤0.01% 1818
2022
Q1 		$6.86M Hold
105,000
– – ﹤0.01% 2246
2021
Q4 		$7.17M Sell
105,000
-200
-0.2% -$14.1K ﹤0.01% 2458
2021
Q3 		$7.23M Buy
105,200
+60,200
+134% +$3.93M ﹤0.01% 2302
2021
Q2 		$2.83M Hold
45,000
– – ﹤0.01% 3241
2021
Q1 		$2.8M Buy
+45,000
New +$2.49M ﹤0.01% 3211
2019
Q3 		– Sell
-2,000
Closed -$129K – 8134
2019
Q2 		$129K Hold
2,000
– – ﹤0.01% 5212
2019
Q1 		$117K Buy
2,000
+1,000
+100% +$59.2K ﹤0.01% 4954
2018
Q4 		$51K Buy
+1,000
New +$60.8K ﹤0.01% 6075
2018
Q1 		– Sell
-2,000
Closed -$154K – 8015
2017
Q4 		$154K Buy
+2,000
New +$151K ﹤0.01% 5096
2017
Q2 		– Sell
-2,000
Closed -$131K – 7843
2017
Q1 		$131K Buy
+2,000
New +$137K ﹤0.01% 4922
2016
Q4 		– Sell
-1,400
Closed -$66K – 7911
2016
Q3 		$66K Sell
1,400
-32,900
-96% -$1.47M ﹤0.01% 5293
2016
Q2 		$1.33M Buy
+34,300
New +$1.45M ﹤0.01% 3137
2015
Q2 		– Sell
-100
Closed -$6K – 8682
2015
Q1 		$6K Sell
100
-300
-75% -$16.8K ﹤0.01% 8009
2014
Q4 		$23K Buy
+400
New +$21.8K ﹤0.01% 7441

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's LNC Position: Q1 2026 in Review

UBS Group reduced its Lincoln National (LNC) stake by 6.7% in Q1 2026, selling an estimated $4M and leaving 1,454,657 shares worth $51.6M. The position accounts for 0.01% of the portfolio, ranked #1604.

UBS Group first reported a position in LNC in Q4 2014 and has held it in 46 quarters since. The position peaked at $71.9M in Q1 2015. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • UBS Group held 1,454,657 shares of Lincoln National worth $51.6M as of Q1 2026.
  • UBS Group sold 104,224 Lincoln National shares in Q1 2026, an estimated $4M.
  • Lincoln National made up 0.01% of UBS Group's portfolio in Q1 2026, its #1604 holding.
  • UBS Group first reported a position in Lincoln National in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Lincoln National position peaked at $71.9M in Q1 2015.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.